Kai connects to HubSpot with OAuth, previews the payload before writes, and creates or updates contacts from qualified calls. This v1 ships contact sync first so teams can start routing phone leads into HubSpot without manual entry.
Current shipped scope: OAuth, connection health, contact create/update, and safe payload preview. Deals, tickets, and richer workflow automation stay out of v1 until the first provider path is stable.
Transform your AI conversations into actionable HubSpot data with our comprehensive integration.
Qualified calls sync into HubSpot contacts with core caller details and lead context
Teams can inspect the HubSpot payload shape before turning on live writes
Connection status is verified so the dashboard reflects real HubSpot auth health
Lead source, summary, and notes flow into the synced contact record by default
KaiCalls connects to HubSpot through the official API, creating contacts, logging activities, and updating deal stages automatically after every call.
Authenticate with HubSpot using OAuth in under 60 seconds. Kai requests only the scopes it needs - contacts, deals, engagements, and timeline events. Your HubSpot admin approves access once and the integration stays connected.
Choose how Kai should handle new callers: create a Contact, associate with an existing Company, or create a Deal in a specific pipeline. Map conversation data to standard HubSpot properties or your custom properties.
When a call ends, Kai creates or updates the Contact with caller details, logs the call as an Engagement on the contact timeline with full transcript and summary, and moves the associated Deal to the appropriate pipeline stage based on call outcome.
Kai populates HubSpot contacts, deals, and activity timelines with complete conversation data.
See how sales and marketing teams use KaiCalls with HubSpot to convert more leads.
A SaaS company routes all inbound sales calls to KaiCalls. Kai asks about company size, use case, budget range, and decision timeline. After the call, a new HubSpot Contact is created with these answers mapped to custom properties, a Deal is created in the "Qualification" stage, and a task is assigned to the SDR who owns that territory. The SDR opens HubSpot and sees exactly what the prospect needs before making their follow-up call.
A dental practice runs Google Ads, Facebook Ads, and direct mail campaigns. Each campaign has a unique tracking number answered by KaiCalls. When leads call, Kai creates a HubSpot Contact with the lead source property set to the correct campaign. The marketing team uses HubSpot reports to see exactly which campaigns drive phone calls and which calls convert to booked appointments, giving them accurate cost-per-acquisition data.
Yes, the KaiCalls integration works with all HubSpot tiers including the free CRM. Contact creation, activity logging, and basic deal tracking all function on the free plan. Some advanced features like custom properties and workflow triggers may require HubSpot Starter or Professional depending on your HubSpot subscription level.
No. Kai checks for existing contacts by phone number and email before creating new records. If a returning caller already has a HubSpot Contact, Kai updates the existing record with the latest call details and adds a new activity to their timeline. This keeps your CRM clean and gives your sales team a complete history of every interaction with each contact.
Yes. Records and activities created by Kai work with HubSpot's workflow engine. You can trigger workflows based on contact creation, property changes, or deal stage updates made by Kai. For example, when Kai creates a contact with a lead score of "hot," a HubSpot workflow can automatically send an email sequence, create a task for the sales team, or enroll the contact in a specific nurture campaign.
Connect your HubSpot account in 5 minutes. Kai starts creating contacts and logging calls automatically. Sales teams see complete conversation history for every lead.
✓ Free during beta ✓ Priority support ✓ Custom field mapping